Generate More Qualified
Leads
Turn your Customer Service Representatives and Tellers
into Sales people by helping them easily and efficiently
collect referrals.
Increase Profitability by building customer loyalty
and new relationships. Track, prioritize and manage referrals all
the way to closure.
Accelerate Results with incisive, motivating reports
and incentive plan tools.
Easily create compensation reports
- Measure results based on goals
- Corporation, Bank, Branch reports
Success Stories & Highlights
Over 100 financial institutions in the U.S. now use GroupLink software
for sales management, sales force automation, collaborative customer
engagement and customer satisfaction solutions. Read about their
successful initiatives! … See below …
First National Bank of Florida, an affiliate of FNB Corporation,
knew they were losing potential business because of the lack of
an automated customer referral, service and management solution.
GroupLink’s referral and contact management solution helped
FNB Corporation to increase customer referrals by over 90% and deliver
a 40% increase in cross-sell opportunities. Read
the full story.
GroupLink Solutions & News
eReferrals® for Banking
Up-Sell and Cross-Sell with immediate accountability! Increase
Profitability by building customer loyalty and by nurturing new
profitable relationships. Accelerate Results with the use of incisive,
motivating reports for front-line managers and executives. All this,
plus rapid hassle-free implementation, with GroupLink’s eReferrals
software for financial institutions!
Learn More about GroupLink eReferrals
Exciting product announcements and new releases occurred at GroupLink
in April! We released our newest and greatest version of ContactWise
v 7.0. We also announced our Collaborative Customer Engagement™
(CCE™) suite of products (including eReferrals) that run on
Netware, Linux and other OS Platforms.
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